+351.6%
ARKK vs AEM
+932.5%
-580.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.9% | +1.1% | -1.3% |
| 7D | -4.7% | -5.0% | +0.4% | -4.0% |
| 30D | +3.1% | +8.5% | -5.4% | +1.8% |
| 3M | +13.8% | +29.3% | -15.5% | +9.5% |
| 6M | +14.0% | -12.9% | +26.9% | +15.5% |
| YTD | +8.0% | +16.8% | -8.8% | +5.4% |
| 1Y | +9.9% | +29.8% | -19.9% | +5.8% |
| 3Y | +90.2% | +336.7% | -246.6% | +57.2% |
| 5Y | -29.9% | +299.9% | -329.8% | -42.2% |
| 10Y | +329.1% | +362.2% | -33.1% | +251.1% |
| All | +351.6% | +932.5% | -580.9% | +259.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AEM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling